Report Email setup

The Report Email Setup can be used to configure different settings for combinations of reports and languages used for the source documents.
When starting the ApproveIT flow, ApproveIT will check if a combination for the report and language can be found.

The following combinations are checked in order:

Combination of Report Id and Language Id.
Report Id without a specified language (Language Id = 0).
Report Email Setup record without Report Id and Language Id (Report Id = 0 and Language Id = 0).
If no combination can be found, the defaults from the ApproveIT Setup will be used.

The Report Email List can found in the ApproveIT Setup Card page in the configuration menu.
This will open the following list, displaying combinations of reports and languages used in the ApproveIT flow.

Selecting a record will open the card page.

General Tab

The following fields are available on the General tab:

Field	Description

Field	Description
Report ID	The report id used in the ApproveIT flow for the source document.
Report Name	The name of the report. This will be automatically updated when selecting a report id.
Language ID	The language id used on the source document.
Language Name	The language description for the language. This will be automatically updated when selection a language id.

Email Tab

The following fields are available on the Email tab:

Field	Description

Field	Description
Edit Email	Specifies if the email subject and body can be edited before sending the document to DocuSign.
Add Documents	Specifies if additional (static) documents can be added before sending t he document to DocuSign.
Default Tab Set	Specifies the default DocuSign tab set used for signers.

Email Defaults

On the card page the default email subject and body can be configured.
If the Edit Email checkbox is disabled, these defaults will be used in the email to the recipients.
If the Edit Email checkbox is enabled, these defaults will be displayed on the E-Mail page, where it is possible to edit this before sending the document to DocuSign.

The following fields are available for the E-Mail defaults:

Field	Description

Field	Description
Email Subject	Specifies the default email subject used in the email from DocuSign to the recipients.
Email Body	Specifies the default email body used in the email from DocuSign to the recipients.

Email Variables

It is possible to use substitution variables in the email subject and body.
The substitution variables can be configured by adding lines to the Variables. In the email subject and body the variables can be used by using %[Variable No.] (e.g. %1 for Variable No. 1).

The following fields are available for the Email Variables:

Field	Description

Field	Description
Variable No.	Specifies the number for the variable in the email subject and/or body.
Table No.	Specifies the table number for the table to check for the field value.
Table Name	Specifies the name of the table.
Field No.	Specifies the field number that should be used to get the value that should replace the substitution variable.
Field Name	Specifies the name of the field.

Please note that currently only the table used for the header of the document is supported (e.g. sales documents use table 36 Sales Header). All other tables configured in the variables will be ignored.